Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.

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Contact

+1-800-456-478-23

411 University St, Seattle

maxbizz@mail.com

Welcome!

Creating financial strategies is what we do, but what we’re known for more than anything is helping people see that more is possible than they can see for themselves. As a result of the work that we do, our clients tell us they have more clarity and more confidence to go and pursue the things that matter most to them.

how we work

Let's Chat!

We look forward to connecting with you!

    WHO WE SERVE

    Families

    Family is one of the most precious things we have. That's why planning is a crucial conversation to have. Whether you're expecting a new addition or already have been established, we're here for you.

    Young Professionals

    Just getting started in the working world? Switched careers recently? Learning to "adult" and make sure you're doing everything to set up that bright future? It doesn't have to be overwhelming. We're here to help.

    Business Owners

    Running a business is a full-time job where you're pulled in so many directions - we know that. We help make sure both your personal finances and business finances have a quarterback leading you to success.

    The Colonial Wealth Strategies Promise

    There are a lot of really good firms out there. This is what you can expect from us when we work with you and your finances. 

    FeatherC-Star

    We’ll be friendly.

    In an increasingly impersonal world, you deserve to be treated with genuine warmth and a caring, human touch.

    We’ll communicate in plain, simple English.

    No technical terms. No industry jargon.

    We’ll call you back.

    You deserve a prompt response to every call, text, and e-mail.

    We’ll honor our commitments.

    We’ll do what we say we’re going to do, when we say we’re going to do it.

    We’ll be knowledgeable.

    It’s our responsibility to have and/or get the technical expertise to answer your questions correctly.

    We’ll be straight with you.

    If we don’t know the answer, we’ll say so and we’ll get it.

    We’ll be thorough.

    We’ll explore issues from multiple angles, looking for every possible way to solve your problem – conventional and unconventional.

    We’ll own your problem.

    We’ll give you the advice and support we’d give to a member of our own family.

    We’ll be great listeners.

    We know listening is more than simply “not speaking.” We’ll be present and engaged, listening with care and empathy. Above all, listening to understand.

    Key Person Planning
    Don't take our word for it

    Here's What People Say About Us

    “I know I’m supposed to work and provide for my family. Planning, the how and what I do from there I wasn’t getting from that big search engine or a “robo-advisor.”  I’m thankful for the planning and education Justin and his team provided for my family! I understand exactly what I am doing as well as why I am doing it.”

    Jason – New Jersey

    Young Professional – Family

    “I honestly thought the “big name firms” were better because they’re elite and require a minimum number of assets. I’m proud to be totally wrong. The attention to detail and full planning we did not only for my business but also my personal things was phenomenal. I highly recommend this community of advisors and the personal approach they take for me.”

    Amy – North Carolina

    Business Owner

    “We were thrilled we took to the time with the CWS and FFG team to do our planning! As a young professional, most advisors wouldn’t give us the time of day to speak. Justin and his team were thorough and made us feel like million-dollar accounts. World class professionals!”

    Mark – Virginia

    Young Professional

    Building Relationships

    Planning Your Future

    Growing With You

    Want more information?

    Let's Chat!

    Tells us what you’d care to share and we’ll be in touch!

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